PF
POCT icon

Phoenix Financial’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Phoenix Financial’s Portfolio POCT Stock Details POCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271K Sell
5,845
-480
-8% -$21.9K ﹤0.01% 445
2026
Q1 		$273K Sell
6,325
-750
-11% -$32.9K ﹤0.01% 403
2025
Q4 		$311K Buy
+7,075
New +$307K ﹤0.01% 377

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial's POCT Position: Q2 2026 in Review

Phoenix Financial reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 7.6% in Q2 2026, selling an estimated $21.9K and leaving 5,845 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Phoenix Financial first reported a position in POCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $311K in Q4 2025. 254 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Phoenix Financial held 5,845 shares of Innovator US Equity Power Buffer ETF October worth $271K as of Q2 2026.
  • Phoenix Financial sold 480 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $21.9K.
  • Innovator US Equity Power Buffer ETF October made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #445 holding.
  • Phoenix Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • Phoenix Financial's Innovator US Equity Power Buffer ETF October position peaked at $311K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.